Cambridge Advisors

Cambridge Advisors as of June 30, 2025

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 168 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.6 $84M 148k 568.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.0 $48M 648k 73.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.9 $33M 578k 57.01
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $19M 301k 62.02
Microsoft Corporation (MSFT) 3.0 $14M 29k 497.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $12M 249k 49.51
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $12M 39k 303.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.3 $11M 15.00 728800.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.1 $9.9M 182k 54.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $9.8M 172k 56.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $9.6M 195k 49.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $9.6M 115k 82.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $9.0M 19k 485.77
Vanguard Index Fds Small Cp Etf (VB) 1.6 $7.8M 33k 236.98
Apple (AAPL) 1.6 $7.8M 38k 205.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $7.4M 254k 29.21
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $7.3M 36k 204.67
Amgen (AMGN) 1.4 $6.8M 24k 279.21
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $6.5M 73k 89.06
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.0 $5.0M 53k 93.99
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.0 $4.7M 147k 31.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $3.5M 130k 26.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.3M 137k 23.83
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $3.2M 130k 24.54
NVIDIA Corporation (NVDA) 0.7 $3.2M 20k 157.99
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.6 $3.0M 88k 34.54
Caterpillar (CAT) 0.6 $3.0M 7.7k 388.21
Goldman Sachs Physical Gold Unit (AAAU) 0.6 $2.9M 90k 32.68
Union Pacific Corporation (UNP) 0.6 $2.9M 13k 230.08
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.6 $2.8M 142k 19.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.7M 6.4k 424.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.5M 4.1k 617.89
Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.4M 8.0k 298.89
Lowe's Companies (LOW) 0.5 $2.4M 11k 221.88
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.3M 45k 50.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.2M 3.9k 566.48
Meta Platforms Cl A (META) 0.4 $2.0M 2.7k 737.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.0M 90k 22.10
Oracle Corporation (ORCL) 0.4 $2.0M 9.1k 218.63
Corning Incorporated (GLW) 0.4 $1.9M 36k 52.59
Danaher Corporation (DHR) 0.4 $1.9M 9.4k 197.54
Johnson & Johnson (JNJ) 0.4 $1.9M 12k 152.76
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.8M 20k 90.89
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $1.8M 47k 37.51
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.7M 15k 109.61
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.7M 3.8k 440.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.6M 58k 28.05
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.3 $1.6M 32k 51.01
Abbvie (ABBV) 0.3 $1.6M 8.7k 185.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 8.8k 176.23
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.5M 33k 46.15
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.5M 14k 109.29
Visa Com Cl A (V) 0.3 $1.5M 4.1k 355.07
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 5.0k 289.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M 2.6k 551.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 79.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M 54k 25.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.4M 20k 69.09
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.4M 15k 89.39
Emcor (EME) 0.3 $1.4M 2.5k 534.89
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.3M 6.2k 215.79
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M 16k 86.07
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $1.2M 20k 59.87
Cisco Systems (CSCO) 0.2 $1.2M 17k 69.38
O'reilly Automotive (ORLY) 0.2 $1.1M 13k 90.13
Automatic Data Processing (ADP) 0.2 $1.1M 3.7k 308.40
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $1.1M 40k 28.65
Novartis Sponsored Adr (NVS) 0.2 $1.1M 9.0k 121.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 6.0k 181.75
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $1.0M 53k 19.89
Illinois Tool Works (ITW) 0.2 $1.0M 4.2k 247.25
Procter & Gamble Company (PG) 0.2 $1.0M 6.4k 159.32
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $999k 33k 30.05
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $993k 23k 43.89
Amazon (AMZN) 0.2 $975k 4.4k 219.39
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.2 $975k 28k 34.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $936k 38k 24.44
Abbott Laboratories (ABT) 0.2 $934k 6.9k 136.01
American Express Company (AXP) 0.2 $928k 2.9k 318.98
Spdr Gold Tr Gold Shs (GLD) 0.2 $919k 3.0k 304.83
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $908k 3.3k 278.90
Roper Industries (ROP) 0.2 $890k 1.6k 566.84
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $888k 48k 18.39
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $850k 20k 42.44
Intuitive Surgical Com New (ISRG) 0.2 $825k 1.5k 543.41
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $822k 16k 50.09
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $799k 33k 24.38
Exxon Mobil Corporation (XOM) 0.2 $790k 7.3k 107.80
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $752k 23k 33.37
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.2 $718k 35k 20.51
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.1 $717k 30k 23.64
Chevron Corporation (CVX) 0.1 $699k 4.9k 143.20
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $699k 5.1k 135.73
Starbucks Corporation (SBUX) 0.1 $677k 7.4k 91.63
Raytheon Technologies Corp (RTX) 0.1 $674k 4.6k 146.04
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $674k 31k 22.03
UnitedHealth (UNH) 0.1 $662k 2.1k 311.97
Coca-Cola Company (KO) 0.1 $657k 9.3k 70.75
Costco Wholesale Corporation (COST) 0.1 $656k 663.00 990.01
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $654k 25k 26.68
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $650k 4.7k 139.02
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $645k 20k 32.96
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $641k 6.5k 99.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $640k 5.2k 123.58
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $639k 6.7k 95.77
Merck & Co (MRK) 0.1 $638k 8.1k 79.16
Pepsi (PEP) 0.1 $594k 4.5k 132.04
Ishares Tr Core S&p500 Etf (IVV) 0.1 $588k 947.00 620.90
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI) 0.1 $587k 20k 30.05
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $580k 22k 26.74
Wells Fargo & Company (WFC) 0.1 $571k 7.1k 80.12
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $567k 7.0k 81.40
Nxp Semiconductors N V (NXPI) 0.1 $557k 2.6k 218.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $528k 3.0k 177.36
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $519k 11k 46.34
Vanguard Index Fds Value Etf (VTV) 0.1 $504k 2.9k 176.74
Qualcomm (QCOM) 0.1 $486k 3.1k 159.26
Medtronic SHS (MDT) 0.1 $472k 5.4k 87.17
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $464k 18k 26.56
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $455k 14k 32.58
International Business Machines (IBM) 0.1 $448k 1.5k 294.78
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $435k 9.9k 44.05
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $433k 3.6k 121.38
Ishares Gold Tr Ishares New (IAU) 0.1 $432k 6.9k 62.36
Ishares Tr Select Divid Etf (DVY) 0.1 $432k 3.3k 132.81
Blackrock (BLK) 0.1 $426k 406.00 1049.25
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $421k 9.7k 43.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $387k 7.9k 49.03
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $377k 1.4k 269.33
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $373k 9.6k 38.84
Vanguard World Energy Etf (VDE) 0.1 $366k 3.1k 119.12
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $359k 17k 21.71
Ishares Tr Us Home Cons Etf (ITB) 0.1 $354k 3.8k 93.17
Ishares Tr U.s. Tech Etf (IYW) 0.1 $347k 2.0k 173.27
Palo Alto Networks (PANW) 0.1 $344k 1.7k 204.64
Spdr Series Trust Bloomberg Intl (IBND) 0.1 $339k 10k 32.59
Carrier Global Corporation (CARR) 0.1 $336k 4.6k 73.19
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $328k 8.0k 41.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $327k 12k 27.67
Us Bancorp Del Com New (USB) 0.1 $327k 7.2k 45.25
Boeing Company (BA) 0.1 $314k 1.5k 209.53
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $308k 7.9k 39.15
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $307k 9.6k 32.08
FedEx Corporation (FDX) 0.1 $304k 1.3k 227.31
Garmin SHS (GRMN) 0.1 $303k 1.5k 208.72
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.1 $302k 8.8k 34.36
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $301k 7.6k 39.66
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $298k 6.9k 43.22
Target Corporation (TGT) 0.1 $297k 3.0k 98.65
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $293k 14k 21.16
Deere & Company (DE) 0.1 $288k 566.00 508.23
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.1 $283k 8.9k 31.87
Gilead Sciences (GILD) 0.1 $272k 2.5k 110.87
Intel Corporation (INTC) 0.1 $269k 12k 22.40
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $269k 5.1k 52.34
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $264k 19k 14.23
Dynex Cap (DX) 0.1 $257k 21k 12.22
McDonald's Corporation (MCD) 0.1 $251k 858.00 292.20
3M Company (MMM) 0.0 $237k 1.6k 152.24
Becton, Dickinson and (BDX) 0.0 $236k 1.4k 172.25
Ishares Msci Germany Etf (EWG) 0.0 $236k 5.6k 42.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $233k 5.7k 40.49
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.0 $230k 7.6k 30.01
Blackstone Group Inc Com Cl A (BX) 0.0 $224k 1.5k 149.58
Clorox Company (CLX) 0.0 $223k 1.9k 120.07
Altria (MO) 0.0 $223k 3.8k 58.64
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $220k 2.0k 107.95
Kimberly-Clark Corporation (KMB) 0.0 $201k 1.6k 128.92